# Julio J. Valdes, M.D., P.A. 401(k) Plan
Source: https://planprovider.pro/companies/julio-j-valdes-m-d-p-a-401k-plan

> Julio J. Valdes, M.D., P.A.'s 401(k) plan: 6 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Julio J. Valdes, M.D., P.A.

- **Sponsor EIN:** 591880269

- **Sponsor Address:** 4506 N ARMENIA AVE, TAMPA, FL, 336032732

- **Plan Type:** 401(k)

- **Total Participants:** 6

- **Total Assets:** $400,579

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|6|$400,579|$12,303|$17,059|

| 2023|10|$362,452|$14,297|$18,166|

| 2022|10|$283,572|$14,844|$19,914|

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